Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Helpful Content
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.